Genesis Private Wealth’s Simpson Manufacturing SSD Stock Holding History

Genesis Private Wealth’s Portfolio SSD Stock Details SSD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$238K	Sell	1,139 -271	-19%	-$50.7K	0.07%	167
2026 Q1	$242K	Buy	+1,410	New	+$260K	0.08%	155
2025 Q4	–	Sell	-1,423	Closed	-$238K	–	194
2025 Q3	$238K	Sell	1,423 -77	-5%	-$13.8K	0.1%	127
2025 Q2	$233K	Sell	1,500 -27	-2%	-$4.18K	0.11%	129
2025 Q1	$240K	Buy	1,527 +73	+5%	+$12K	0.13%	111
2024 Q4	$241K	Buy	+1,454	New	+$266K	0.13%	104

Other funds holding SSD

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

SIA

SeaBridge Investment Advisors Summit, New Jersey $692M AUM 52.26% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

HPCM

Hunter Perkins Capital Management Lombard, Illinois $446M AUM 25.88% 1-Year Est. Return

MCP

Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Genesis Private Wealth's SSD Position: Q2 2026 in Review

Genesis Private Wealth reduced its Simpson Manufacturing (SSD) stake by 19% in Q2 2026, selling an estimated $50.7K and leaving 1,139 shares worth $238K. The position accounts for 0.07% of the portfolio, ranked #167.

Genesis Private Wealth first reported a position in SSD in Q4 2024 and has held it in 6 quarters since. The position peaked at $242K in Q1 2026. 70 funds tracked by Wall St. Rank hold SSD as of Q2 2026.

Genesis Private Wealth held 1,139 shares of Simpson Manufacturing worth $238K as of Q2 2026.
Genesis Private Wealth sold 271 Simpson Manufacturing shares in Q2 2026, an estimated $50.7K.
Simpson Manufacturing made up 0.07% of Genesis Private Wealth's portfolio in Q2 2026, its #167 holding.
Genesis Private Wealth first reported a position in Simpson Manufacturing in Q4 2024 and has held it in 6 quarters since.
Genesis Private Wealth's Simpson Manufacturing position peaked at $242K in Q1 2026.
70 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q2 2026.

Based on Genesis Private Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.